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Wells Fargo
WFC

Overview Fund Activity

1,864 hedge funds and large institutions have $113B invested in Wells Fargo in 2021 Q1 according to their latest regulatory filings, with 243 funds opening new positions, 675 increasing their positions, 714 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,864
Holders Change
+115
Holders Change %
+6.58%
% of All Funds
32.82%
Holding in Top 10
104
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+25.3%
% of All Funds
1.83%
New
243
Increased
675
Reduced
714
Closed
115
Calls
$4.21B
Puts
$3.53B
Net Calls
+$674M
Net Calls Change
+$267M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.24B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$877M
3
DZ Bank
DZ Bank
Germany
+$510M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$426M
5
American Century Companies
American Century Companies
Missouri
+$370M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.02B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$743M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$390M
4
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$370M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$279M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
1301
Annandale Capital
Texas
$421K -$1.09K -28 -0.3%
LA
1302
Lynch & Associates
Indiana
$420K +$39 +1 +0%
AIM
1303
Aspen Investment Management
Michigan
$419K -$4.1K -105 -1%
AWAP
1304
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$419K +$62.9K +1,610 +18%
BW
1305
Bison Wealth
Georgia
$418K -$24.6K -630 -6%
CT
1306
Chicago Trust
Illinois
$417K -$20.5K -525 -5%
BAM
1307
Barrett Asset Management
New York
$417K – – –
OFG
1308
Oxford Financial Group
Indiana
$417K +$274 +7 +0.1%
JIC
1309
Joel Isaacson & Co
New York
$416K -$137K -3,501 -25%
SCA
1310
Snowden Capital Advisors
New York
$414K +$414K +10,599 New
OWIM
1311
Old West Investment Management
California
$414K +$100K +2,573 +32%
APG
1312
Abacus Planning Group
South Carolina
$413K +$413K +10,565 New
MBTD
1313
Mechanics Bank - Trust Department
California
$412K -$7.83K -200 -2%
DCM
1314
Donaldson Capital Management
Indiana
$411K -$36.8K -943 -8%
SIM
1315
SSI Investment Management
California
$411K -$195 -5 -0%
CAM
1316
Columbia Asset Management
Michigan
$410K – – –
GTAM
1317
Global Trust Asset Management
Florida
$408K -$41.2K -1,053 -9%
MCCP
1318
Mission Creek Capital Partners
California
$407K -$34.2K -874 -8%
GT
1319
Glenview Trust
Kentucky
$406K -$100K -2,569 -20%
CBA
1320
Coastal Bridge Advisors
Connecticut
$406K – – –
HF
1321
HRT Financial
New York
$405K +$405K +10,375 New
SMC
1322
Smith, Moore & Co
Missouri
$404K -$39.1K -1,001 -9%
SC
1323
Steph & Co
Wisconsin
$400K – – –
BCM
1324
Becker Capital Management
Oregon
$398K -$24.9K -637 -6%
PAIM
1325
Punch & Associates Investment Management
Minnesota
$397K – – –
51 52
53
54 55